Universal Banker

About the role

This position offers an exciting opportunity for candidates who enjoy developing relationships with customers by identifying ways to meet their financial needs and assist in resolving customer sales and service inquiries that lead to improved satisfaction and sales.

You will provide a consistent legendary experience, uncovering customer needs in a customer-centric manner and offering solutions from various bank products and services to meet those needs.

Responsibilities

• Accurately and efficiently process customer transactions through account opening and account maintenance of both personal and business accounts.
• Assist the branch in achieving goals and refer customers to experts when more complex financial goals and needs are recognized.
• Achieve required levels of outbound phone calls to customers to help grow and retain relationships.
• Participate in ongoing training and development.
• Conduct relationships and activities consistent with established bank policies, procedures, and systems, the corporate Code of Conduct, Bank Secrecy Act, and all applicable state and federal laws and regulations.
• Process financial transactions accurately and timely in a friendly and professional manner via the lobby, drive-thru, night-drop, mail, or ATM.
• Balance assigned cash drawer and research differences where applicable.
• Actively listen to customers and communicate in a friendly, positive manner at all times, even in difficult situations.
• Recognize customer needs and cross-sell bank products/services, ensuring recommendations are customer-centric.
• Make referrals to other lines of business for traditional and non-traditional products and services.
• Perform teller functions in accordance with established bank policies, procedures, and regulations.